See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,836 | $163,101+12.7% | $136,749+34.4% | $142,382+29.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 20.55% | 27.54%-7.0pp | 24.33%-3.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,266 | $4,117-44.9% | $3,400-33.3% | $4,299-47.3% |
| Participant deferral / active EE | $7,952 | $5,585+42.4% | $4,692+69.5% | $6,507+22.2% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |